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To: Galirayo who wrote (7998)6/5/1998 2:40:00 AM
From: HeyRainier  Read Replies (2) | Respond to of 9262
 
[ REGN ]

Ray, REGN looks interesting too. A cautious wind is blowing because intermediate term momentum is starting to wane.

Rainier

PS. I think you're right about HERB being an MLM.



To: Galirayo who wrote (7998)6/5/1998 2:47:00 AM
From: HeyRainier  Read Replies (2) | Respond to of 9262
 
Ray, take a look at MPARY. It's got something. On the Super List today. Huge volume surge, and key moving averages are getting taken out. I need to do a fundamental check, but if this goes...it's going.

Rainier



To: Galirayo who wrote (7998)6/5/1998 3:04:00 AM
From: Miljenko Zuanic  Respond to of 9262
 
[REGN]

Thanks Ray.

REGN have very interesting program and early stage candidate for obesity/type II diabetes. They will be ready to enter clinical trials by 3/4Q. This can be big pay-off, but it is down the line. Recent PNAS (thanks Max) have article on obesity induced by leptin resistance. REGN explain molecular mechanism of this event. I do not think that market is aware of what is behind this discovery.
pnas.org

More important, last two years negative development are gone, and their lead compounds: BDNF and NT-3 are moving forward in clinical trials.

Their case is much more stronger than MOGN, imho.

RE: TTNP: Iloperidone will enter PIII clinical trials in Aug. I am very positive that this drug will equally compete with current marketed drugs for schizophrenia (each with revenue of 1-2 bb), so this will be big issue for little TTNP. Near term for their early research programs TTNP need collaborators and cash infusion to continue work. Hope this may materialize in few months.

Miljenko



To: Galirayo who wrote (7998)6/7/1998 12:07:00 AM
From: scaram(o)uche  Read Replies (1) | Respond to of 9262
 
[ chat, Ray ]

>> Hey!! Rick! You around? <<

Yup, even caught you talking about stuff like phase III trials. Just a tad fundamental?

:-)

I see we've reeled MZ into the thread.

TTNP and REGN.... I'll defer to Miljenko for opinions about both. For REGN, you buy a lot of science and good cash flow through labs. For TTNP, you get iloperidone. I agree, good news will really cause either one to get up and move. The negatives?...... with REGN, you get early-stage projects and later-stage stuff that looks lifeless. With TTNP, you get some major investors that have a track record of making money, regardless of whether or not a company is successful. Not necessarily bad given the perspective of this thread, the issue may tend to be more volatile than the underlying science should dictate.

Cheers! Rick